Regional Assistant

iA Financial Group; Oakville; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Join one of Canada’s top-ranked insurance companies as an Administrative Support for the Life Insurance sales team. This hybrid position involves event planning, marketing assistance, and administrative duties to ensure effective operations. With competitive compensation and benefits, you'll thrive in a diverse and inclusive environment.

Benefits

Competitive compensation plan

Comprehensive health and dental plan

Annual bonus

Pension plan

Share ownership plan

Generous vacation entitlement

Ongoing professional development

Qualifications

• Bachelor’s degree or College diploma is required.
• Strong project management and event planning skills required.
• Attention to detail and excellent customer service skills are essential.

Responsibilities

• Coordinate with sales team on event planning and execution.
• Assist in preparing marketing materials and expense reports.
• Act as a key point of contact for clients and manage administrative tasks.

Skills

Project management

Attention to detail

Event planning

Customer service

Verbal communication

Written communication

Education

Bachelor’s degree or College diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Job Description

Domain : Individual Insurance, Brokerage
Type : Permanent, full time
Mode : Hybrid
Start : As soon as possible

Joining one of Canada’s top-ranked insurance companies you will support iA’s Ontario Life Insurance and living benefits sales team. You will play a key role in assisting our sales team in supporting, planning, promoting, and executing on events. You will also provide essential detailed administrative assistance to the RVP and sales team.

What will you be doing ?

• Coordinating with the sales team on event planning. Booking venues, creating
• promotional flyers, registration tracking, detailed follow up, prior, during and post event to ensure top notch experiences.
• Arrange, schedule and coordinate meetings & events. Attend some meetings to serve as onsite coordinator, note taker, or technical resource. You will provide additional hosting support at roadshows, seminars, and other meetings to ensure what we have asked for/ordered is being executed.
• You will assist in preparing letters, marketing material, email marketing blasts and digital marketing campaigns, both from a design and execution standpoint.
• Preparing expense reports and invoices, following up on payments.
• Assisting RVP with his expense submission, travel plans and presentation slide
• preparation.
• Get to know our clients (MGA’s, Advisors, Admin Assistants, etc) and become a key point of contact for them, liase between them and our Head Office/Service Centres.
• Admin tasks for special events, such as holiday card design and distribution, etc.
• Ordering and management of our promotional items.
• Handling confidential documents and being privy to confidential matters.
  

Position Qualifications :

• Bachelor’s degree or College diploma.
• Project management skills.
• Precision, thoroughness, diligence in handling tasks. Careful attention to detail
• Event planning skills.
• Strong ability to prioritize work and manage constant change to meet tight deadlines.
• Ability to work independently as well as in a group setting.
• Computer knowledge (Word, Excel, PowerPoint, Outlook).
• Excellent customer service skills.
• Excellent written and verbal communication skills.
• Valid drivers license and access to a vehicle is an asset.

What we can offer you :

• Competitive compensation plan.
• Comprehensive health and dental plan including a health spending account and wellness account.
• Annual bonus for all permanent employees.
• Pension plan.
• Share ownership plan.
• Generous vacation entitlement including personal leave days and wellness days.
• Ongoing professional development and career growth.
• Proven processes, strategies and tools.
• Excellent culture in which you can thrive and build your career.

#Hybrid

Location(s) Toronto, Ontario Other Possible Location(s) Oakville, Ontario
Company

iA Financial Group

Posting End Date 2025-06-20 Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.